Arkadios Wealth Advisors’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Arkadios Wealth Advisors’s Portfolio BFEB Stock Details BFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Buy	23,798 +347	+1%	+$17.8K	0.02%	730
2026 Q1	$1.12M	Buy	+23,451	New	+$1.15M	0.02%	739
2025 Q4	–	Sell	-23,203	Closed	-$1.1M	–	1572
2025 Q3	$1.1M	Buy	23,203 +1,548	+7%	+$71.1K	0.03%	603
2025 Q2	$967K	Buy	21,655 +414	+2%	+$17.4K	0.03%	585
2025 Q1	$882K	Buy	+21,241	New	+$911K	0.03%	503

Other funds holding BFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return

Arkadios Wealth Advisors's BFEB Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Innovator US Equity Buffer ETF February (BFEB) stake by 1.5% in Q2 2026, buying an estimated $17.8K and bringing the position to 23,798 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #730.

Arkadios Wealth Advisors first reported a position in BFEB in Q1 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold BFEB as of Q2 2026.

Arkadios Wealth Advisors held 23,798 shares of Innovator US Equity Buffer ETF February worth $1.25M as of Q2 2026.
Arkadios Wealth Advisors bought 347 Innovator US Equity Buffer ETF February shares in Q2 2026, an estimated $17.8K.
Innovator US Equity Buffer ETF February made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #730 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.